See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,552 | $202,432-79.5% | $169,368-75.5% | $139,434-70.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.08% | 531.74%-514.7pp | 405.60%-388.5pp | 372.94%-355.9pp |
| Employer contribution / active EE | $4,155 | $4,692-11.5% | $4,013+3.5% | $4,751-12.5% |
| Participant deferral / active EE | $5,329 | $6,938-23.2% | $6,221-14.3% | $6,710-20.6% |
| Admin fee / account holder | $4,053 | $10,708-62.1% | $9,003-55.0% | $11,403-64.5% |